Joe Barrow Tracy
Investment adviser representative at The Fiduciary Alliance
15 yearsExperience
2 statesRegistered in
$2.5BFirm assets
10 yearsFirm in business
Are you Joe Barrow Tracy? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- The Fiduciary AllianceJul 2024 to now
- Fiduciary Alliance, LLCJul 2024 to now
- Parallel FinancialJul 2024 to now
- Bison Wealth, LLCAug 2011 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (GA, NC).
The Fiduciary Alliance
Legal name: Fiduciary Alliance LLC
$2.5BAssets managed
8,964Clients
49Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2302139
- Firm CRD
- 284924